Financial Strategist

3 days ago


Miami, Florida, United States Banco de Credito e Inversiones Full time
Banco de Credito e Inversiones: A Leader in Financial Services

Banco de Credito e Inversiones (BCI) has been providing financial services to individuals and corporations for years. With over 10,500 employees, BCI is one of the largest banks in Chile, with a presence in over 300 branches throughout the country and representative offices in other countries.

Job Description:

The Investment Counselor will be responsible for providing high-touch, comprehensive investment guidance and tailored solutions to clients within the wealth management division of BCI's broker-dealer. This role requires the ability to analyze and assess clients' financial goals, risk tolerance, and investment needs while offering personalized portfolio management and investment advice.

Key Responsibilities:
  • Client Relationships:
    • Develop and maintain strong relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing personalized investment advice to help meet their long-term financial goals.
    • Regularly meet with clients to discuss investment performance, portfolio strategies, risk tolerance, and changes in financial objectives.
  • Portfolio Management:
    • Lead the design and implementation of customized investment strategies and portfolio solutions based on comprehensive client needs assessments.
    • Monitor, evaluate, and rebalance client portfolios as needed to ensure they align with the agreed-upon investment strategy and market conditions.
  • Investment Research:
    • Conduct thorough analysis of financial markets, economic trends, and asset classes to provide actionable investment insights.
    • Work with internal and external research teams to stay updated on market conditions, investment trends, and new products and strategies.
  • Collaboration:
    • Collaborate closely with financial advisors, relationship managers, and other professionals within the wealth management division to ensure clients receive holistic wealth solutions.
  • Compliance and Risk Management:
    • Adhere to all relevant regulatory and compliance standards, including SEC, FINRA, and bank policies regarding investment advice, suitability, and portfolio management.
    • Monitor portfolio risk and ensure that investment recommendations meet the clients' risk tolerance and are in line with the bank's internal guidelines and best practices.
  • Business Development:
    • Actively participate in business development efforts to attract new clients, including providing investment presentations, preparing proposals, and attending client meetings.
    • Assist with cross-selling other banking and financial services, contributing to the growth of the wealth management division.


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